See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,274 | $102,604-40.3% | $86,188-28.9% | $139,434-56.1% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.0%+15.7pp | 80.3%+4.3pp |
| Annual return | 16.18% | 1922.51%-1906.3pp | 1168.45%-1152.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,626 | $3,032-46.4% | $2,380-31.7% | $4,751-65.8% |
| Participant deferral / active EE | $2,521 | $4,676-46.1% | $3,985-36.7% | $6,710-62.4% |
| Admin fee / account holder | $3,704 | $8,657-57.2% | $6,852-45.9% | $11,403-67.5% |